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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
LSC
4426
Lesa Sroufe & Co
Washington
$105M -$8.32M -7% 0.85% 63 4.76%
LB
4427
Legacy Bridge
Iowa
$105M +$1.07M +1% 1.07% 149% 306 13.07%
AW
4428
Avion Wealth
Texas
$105M 0.05% 36% 43
TA
4429
Townsend & Associates
Colorado
$105M -$26.4M -20% 0.68% 54.1% 84 23.81%
LFPWM
4430
Leicht Financial Planning & Wealth Management
New Jersey
$105M +$2.56M +3% 0.86% 46.3% 53 16.98%
EIP
4431
Edgbaston Investment Partners
$105M -$14.5M -12% 8.78% 4.67% 3 0%
LAIC
4432
Lederer & Associates Investment Counsel
California
$105M -$4.26M -4% 2.28% 75.5% 92 7.61%
FNBOSM
4433
First National Bank of South Miami
Florida
$105M -$2.25M -2% 0.76% 35.2% 286 2.1%
WMRU
4434
William Marsh Rice University
Texas
$105M -$23.1M -18% 8.38% 4.44% 5 80%
FI
4435
Financial Insights
Washington
$104M +$5.87M +6% 1.64% 62.1% 70 11.43%
JA
4436
JVL Advisors
Texas
$104M -$33.7M -24% 23.7% 89.4% 11 36.36%
AIM
4437
Act II Management
New York
$104M -$5.15M -5% 0.85% 43.6% 23 13.04%
PD
4438
Planning Directions
Pennsylvania
$104M +$5.71M +6% 1.54% 36.4% 60 18.33%
FP
4439
Factorial Partners
New York
$104M -$155K -0.1% 0.5% 78.3% 121 25.62%
JCM
4440
Jacobsen Capital Management
Utah
$104M +$3.59M +4% 1.83% 67.2% 67 11.94%
AFM
4441
Andesa Financial Management
Pennsylvania
$103M -$2.15M -2% 3.02% 73.6% 112 13.39%
RAM
4442
RK Asset Management
Michigan
$103M -$966K -0.9% 1.8% 47.6% 19 10.53%
DM
4443
Delphi Management
Massachusetts
$103M -$8.2M -7% 2.84% 78% 100 15%
TM
4444
Titan Managers
Arizona
$103M -$2.44M -2% 0.93% 2.57% 50 84%
SCM
4445
Stonepine Capital Management
Oregon
$103M -$42.2M -29% 7.67% 199% 32 40.63%
MSWMA
4446
Market Street Wealth Management Advisors
Indiana
$103M -$823K -0.8% 0.59% 39.6% 38 5.26%
MRI
4447
Mad River Investors
Massachusetts
$103M -$11.4M -10% 4.39% 206% 28 17.86%
IOOF
4448
Independent Order of Foresters
Ontario, Canada
$103M -$4.1M -4% 0.3% 54.8% 24 87.5%
1CM
4449
1492 Capital Management
Wisconsin
$103M -$4.33M -4% 3.87% 187% 106 37.74%
CCM
4450
Cox Capital Management
Massachusetts
$102M +$4M +4% 2.45% 95.3% 72 6.94%